Client Scheduling Associate | Remote Full-Time | No License Needed to Start

Affordable Insurance Solutions; United States; Remote; USD 85,000 - 115,000; Full time

Job summary

Affordable Insurance Solutions is seeking a Client Scheduling Associate for a remote, full-time appointment-setting role. You will schedule and confirm appointments by phone and email, and connect prospects with licensed agents. Training is provided and you can progress to licensed agent responsibilities after obtaining your license.

You don't need an insurance license or degree to start. This independent contractor position offers growth with coaching and team support.

Qualifications

• Experience communicating with customers in dynamic environments.
• Excellent organization and follow-through.
• Comfort working by phone and managing your own calendar.
• Active listening and genuine desire to help people.

Responsibilities

• Schedule and confirm client appointments by phone and email.
• Follow up with prospects to keep the pipeline moving.
• Maintain organized, accurate records in the CRM.
• Connect prospective clients with licensed agents for coverage conversations.
• Participate in team training and coaching sessions.

Skills

Customer service experience

Phone communication

Calendar management

Active listening

Tools

CRM software

Job description

If you have spent time in retail, hospitality, or any role where you communicated with people every day, you already have skills that transfer directly to this position. Affordable Insurance Solutions is looking for a Client Scheduling Associate who can turn those abilities into a new career path.

This is a remote, full-time appointment-setting role. You will schedule and confirm appointments, follow up with prospective clients, maintain accurate records, and connect prospects with licensed insurance agents. You will not advise on coverage or sell insurance products. Training and ongoing support are provided from day one, and you can progress to licensed agent responsibilities after obtaining your license.

What you will do:

• Schedule and confirm client appointments by phone and email
• Follow up with prospects to keep the pipeline moving
• Maintain organized, accurate records in the CRM
• Connect prospective clients with licensed agents for coverage conversations
• Participate in team training and coaching sessions

What helps you stand out:

• Experience communicating with customers in retail, restaurants, hotels, call centers, or similar environments
• Strong organization and follow-through habits
• Comfort working by phone and managing your own calendar
• Active listening skills and genuine interest in helping people

No insurance license or degree is required to start. Grow in an independent role with coaching, team support, and opportunities for greater responsibility.

This is an independent contractor position. Earning potential is $85,000 to $115,000 annually, based on commission. Compensation is not guaranteed as a salary or hourly pay and depends on individual performance.